Completing Your Business Profile
After logging in, Texto will guide you through a short onboarding form to help set up your workspace correctly. Completing this step ensures your AI Agent has the right context to engage leads accurat
Information You Need to Provide
You’ll be prompted to enter:
First Name
Last Name
Business Website URL
Phone Number
These fields help Texto understand who you are and how to personalize your workspace.
Why Your Business Website Matters
Your website URL is a key part of Texto’s AI training process.
Texto uses your website to: ✔ Understand what your business offers ✔ Learn your services, products, and terminology ✔ Personalize AI responses to match your brand ✔ Increase accuracy when answering leads ✔ Improve relevance during qualification and scheduling
Providing a clear, active website URL gives the AI a stronger foundation for real-world conversations.
What Happens After You Submit
Once you save your business details, Texto will automatically:
Analyze your website Extracts relevant information such as services, categories, terminology, and tone.
Generate initial AI context This helps your AI Agent respond accurately from the very first interaction.
Move you to the next onboarding step You’ll proceed to connecting your lead source (Zapier or CSV upload).
This process happens instantly in the background—no waiting required.
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